+638.5%
WMB vs KMI
+107.5%
+531.0%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.8% | +0.7% |
| 7D | +0.6% | -0.5% | +1.1% | +1.0% |
| 30D | +3.3% | +0.9% | +2.4% | +2.5% |
| 3M | +3.1% | 0.0% | +3.2% | +3.3% |
| 6M | -0.7% | -5.7% | +5.0% | +4.6% |
| YTD | +25.2% | +17.5% | +7.7% | +9.0% |
| 1Y | +32.9% | +22.3% | +10.6% | +11.8% |
| 3Y | +140.6% | +111.9% | +28.6% | +25.5% |
| 5Y | +273.5% | +151.8% | +121.6% | +67.4% |
| 10Y | +334.2% | +138.7% | +195.6% | +96.3% |
| All | +638.5% | +107.5% | +531.0% | +202.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded KMI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling